Dan Foreman

Business Owners, Military, Retirement Strategies, Insurance Strategies, Investment Strategies (Reg. Reps Only), Financial Education, Student Loan Refinancing, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Group Benefits

English

Dan Foreman is a Financial Services Professional who works with clients to develop strategies for financial goals, retirement and estate planning, and life insurance needs. His approach emphasizes education, preparation, and building long-term relationships.

Dan began his career in the United States Marine Corps, serving as a ground communications organizer with the 1st Marine Division and participating in operations during the Battle of Fallujah in 2004. Over nine years in the Marines and Army National Guard, he built a foundation of leadership and service. He later transitioned into education as a Teach For America Corps Member, teaching high school English in Washington, DC, and Alexandria, VA. His career expanded to include roles as an Instructional Coach, Instructional Technology Coordinator, national Education Consultant, and Program Director for a nonprofit, where he supported technology-access initiatives during COVID-19. His work earned recognition from organizations including the 1st Marine Division and industry awards for social impact programs.

Dan holds a Bachelor’s degree in English Literature and Writing from Wittenberg University; a Master of Arts in Teaching from American University; a Master of Education in Instructional Systems Design; and an Executive MBA from the Quantic School of Business and Technology. He is also a Design Thinking Practitioner through the LUMA Institute and holds a Graduate Certificate in Educational Leadership and Administration from The George Washington University.

His interest in financial services began when a Marine Corps commanding officer introduced him to personal finance concepts—an experience that shaped his own financial decisions and later informed his work as an educator. Today, he applies that perspective in his role helping clients understand options and make informed decisions.

Outside of work, Dan enjoys woodworking, gardening, and home restoration projects. He and his wife, Molly, live in Wilkinsburg with their two sons, Wilder and River.

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CRN202901-10023879

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